Join Our Team

Exposing eager minds to the exciting world of retirement and financial planning!

Here at Klaas, we believe that educating our clients is the first step in helping them understand their unique financial journey, and we embrace that same responsibility when it comes to college students and career-driven individuals, providing unique pathways and opportunities for young professionals to step into and learn about the financial services industry.

A previous Summer Intern here at Klaas discussed their experience:

Working alongside such a great group of “retirement professionals” provided me with an environment to learn so much more about retirement planning and running a company than I could have ever anticipated. But while the training, the teaching, and the opportunities provided were incredible, it was the tightly knit group of genuinely nice and caring people that I am most thankful for and will come to miss the most.”

We’re seeking a rising star interested in the financial planning industry for our paid summer internship. This program offers hands-on experience, mentorship, and exposure to multiple areas of our firm.

What You’ll Learn

• Financial Planning: Shadow advisors, assist with plan inputs, attend client meetings
• Client Services: Work with service associates, learn processing workflows
• Investments & Research: Portfolio design, trade execution, investment committee meetings
• Operations & Compliance: Documentation, risk management, technologies
• Plus, exposure to Marketing, Tax Planning, and 401(k) administration with an opportunity to complete a defined project during the internship.

Ideal Candidate

• Junior or Senior in college (with preferred major in Finance, Financial Planning, Business, Economics)
• Strong interest in financial planning/wealth management
• Excellent communication & organizational skills
• Willingness to travel between Rockford, IL and Madison, WI offices on occasion.

College Students: Join a mid-size Midwest RIA celebrating its 50th anniversary — paid summer internship in financial planning!

Location: Rockford, IL or Madison, WI (with occasional travel between offices)

Duration: 8–12 weeks (early June – late August)

Hours: Approx. 20-24 hrs. per week | Pay: $20/hour

Details:

• This is a part time, non-exempt position with no benefits.
• This position does not offer visa sponsorship; candidates must be eligible to work in the U.S.
• This position will require a criminal background check.

Apply Now

For consideration for the Klaas Summer Internship program running from June 1 – August 15, 2026, kindly submit your resume, letter of interest in financial planning, and your career goals to This email address is being protected from spambots. You need JavaScript enabled to view it.. You may include the following:

• Primary office location of preference
• Letter of recommendation from a teacher or employer.

We anticipate a high level of interest in this internship. To ensure the best fit, we will be conducting interviews with selected applicants beginning in late January 2026.

When you join Klaas Financial, you become part of a collaborative, forward-thinking team that values integrity, excellence, and personal growth.

As a member of our team, you will:

• Join a firm with a long-standing history of stability and innovation in financial services.
• Thrive in a positive and ethical workplace culture rooted in trust and respect.
• Build a meaningful, professionally and financially rewarding career.
• Access mentorship, training, and a clear path for career advancement.
• Make a real difference in the lives of our clients and within our team.
• Enjoy competitive benefits including health, dental, and life insurance, paid time off, and flexibility when needed.

• Legacy + Vision: Be part of a 50-year legacy in the Midwest and beyond—serving clients nationwide with a vision for the next generation.
• Cutting-Edge Technology: Utilize industry-leading tools that power holistic retirement, financial, and tax planning.
• Supportive Leadership: Work alongside a leadership team that’s approachable, invested in your development, and eager to help you succeed.
• Collaborative Culture: Join a client-focused, adviser-centric environment where teamwork, learning, and excellence are at the core.
• In-Office Connection: We are proud to maintain an in-office work culture to best support our clients and foster real-time collaboration across our team.
• Work-Life Balance: While our roles are primarily in-office, we understand life happens—and we strive to offer flexibility when it’s needed most.

At Klaas Financial, we welcome conversations with financial advisers who already have an established book of business and are exploring future succession opportunities. If you’re looking for a trusted, client-focused firm to help ensure a smooth transition for you and your clients, we’d be glad to connect.

We believe in working hard—and celebrating together. Whether it’s volunteering in our communities, enjoying outings on the lake, or gathering for team celebrations, our culture thrives on connection and camaraderie.

If you're passionate about helping others plan their financial futures and want to grow within a firm that values people as much as performance, we’d love to hear from you.

Begin a chat today, by forwarding a resume to HR at This email address is being protected from spambots. You need JavaScript enabled to view it..